PRIMERICA FINANCIAL SERVICES
960 Edgeley Boulevard, 2nd Floor, Unit 2A, Vaughan, ON L4K 4V4 Directions
Since 2003
Here’s The Deal:
Primerica Financial Services specializes in assisting clients in earning more income, become adequately protected, debt-free and financially independent. Franco Greco is a senior vice-president at Primerica Financial Services, who has been in business for over 16 years and has a passion for instructing families in areas of personal financial knowledge. They give a detailed survey of your current financial position and advises a personalized strategy for your financial security. Primerica Financial Services has spanned over 3 locations, with over 220 licensed representatives, serving over 10,000 families.
SPECIALTY:
Education and College Planning, Mutual Fund, Segregated Funds, Short-Term and Long -Term Care, Retirement, Financial and Investment Planning, Term Life Insurance & Wealth Management
TBR® Inspection Report:
PENMORE FINANCIAL GROUP INC
8800 Dufferin Street, Suite 304, Concord, Vaughan, ON L4K 0C5 Directions
Since 1982
Here’s The Deal:
Penmore Financial Group Inc is a boutique financial services firm that cares for your wealth, health and security needs with a partner-led and hands-on approach. The company has been serving for over 38 years and works with three principles; Integrity, Planning and Results. John G. Davidson and Joe Moretto are founding partners, financial advisors & insurance advisors at Penmore Financial Group Inc. They use experience and expertise to build custom solutions that fit your corporate and individual needs. They have the tools and knowledge to give independent, unbiased advice through their ongoing research and unique access to worldwide financial service providers. Penmore Financial Group Inc has offices in Calgary, Stouffville and Whitby.
SPECIALTY:
Personal, Employee, Corporate, International Benefit Insurance Planning Employee Benefits Estate, Education, Canadian Benefit, Global Benefits and Private Investment Wealth Management, Retirement, Group Retirement and Individual Pension Planning, Life & Disability Insurance
TBR® Inspection Report:
THE BRIDG GROUP OF COMPANIES
27 Roytec Road, Ste 2A, Woodbridge, Vaughan, ON L4L 8E3 Directions
Since 2003
Here’s The Deal:
'The Bridg Group of Companies' provides their clients peace of mind and confidence in their financial future by giving expert advice and information to meet their particular goals. The firm has been assisting in financial goals in the local community for over 17 years. The company strives to continuously enhance its exceptional array of services and products by recognizing its clients' diverse needs and society. They are dedicated to providing professional knowledge, maximum results, solutions, tools, guidance, resources and educational opportunities to clients. They build solid customer relationships by always giving unparalleled customer service and solid strategies. 'The Bridg Group of Companies' offers evenings and weekend appointments.
SPECIALTY:
Investment Management, Mortgages, Real Estate, Investments, Credit and Consulting, Financial Planning, Retirement Planning, Registered Education Savings Plan, Real Estate Investing & Insurance